Previous events
All previous events
FL: Later Life Advice
Join Financial Liverpool for a presentation on Later Life Advice
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R02 Revision Course
The revision day covers key R02 syllabus topics. The R02 Investment, Principles and Risk module has the objective to develop knowledge and understanding of investment products and the application of the investment advice process.
View event detailsR01 Revision Course
The revision day covers key R01 syllabus topics. The R01 Financial Services, Regulation and Ethics module has the objective to develop knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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Building Successful Teams
This CPD Masterclass will contain a mixture of powerpoint, discussions and exercises.
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The Changing Culture of Blame
This presentation explores the increase in professional negligence claims against insurance brokers. It also looks at the common causes of broker negligence claims and the lessons to be learned, offering simple risk management guidance to business owners, risk managers or compliance officers.
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Inheritance Tax Planning
Join Financial Liverpool for a presentation on Inheritance Tax Planning
View event detailsSpeed Networking
Fancy something different for a Tuesday evening? Have you ever wondered what colleagues across the professional and surrounding services do? Try our exciting FREE speed networking event! An excellent opportunity to put your networking skills into practice and to meet new people in a relaxed atmosphere.
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Intro to the World of Credit Hire Fraud
Join us for a a lecture on credit hire fraud with Keoghs.
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Social Investment Tax Relief (SITR) and the Social Stock Exchange
Speakers: Peter Taaffe of BW MacFarlane and Lesley Beattie of SSE
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A Practical Guide to Indemnity Issues in Motor Insurance
Amy Jeffs and Charlie Mahoney of DWF LLP
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Coursework Assignment Techniques
Due to lack of interest this event is now cancelled
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The Insurance Act 2015
The Insurance Act 2015 came into force in August 2016, and represents the biggest change to insurance law for over 100 years.
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FCA _ Conduct Risk Masterclass - CANCELLED
This event, for FCA regulated firms only, will provide an update on recent key changes made by the FCA: current areas of interest, Section 166s, Approved Persons' attestations and the new client money reporting requirements.
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